ZUE:CA:TSX-BMO S&P 500 (CAD Hedged) (CAD)

ETF | US Equity |

Last Closing

CAD 77.79

Change

-0.19 (-0.24)%

Market Cap

CAD 2.58B

Volume

0.02M

Analyst Target

N/A
Analyst Rating

Verdict

ducovest Verdict

Verdict

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Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

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Relative Returns (From:    To: 2024-09-18 )

Largest Industry Peers for US Equity

Symbol Name Price(Change) Market Cap
VFV:CA Vanguard S&P 500 Index ETF

-0.19 (-0.14%)

CAD 16.35B
ZSP:CA BMO S&P 500

-0.07 (-0.08%)

CAD 15.56B
XSP:CA iShares Core S&P 500 (CAD Hedg..

-0.18 (-0.31%)

CAD 10.26B
VUN:CA Vanguard US Total Market

-0.05 (-0.05%)

CAD 9.10B
XUS:CA iShares Core S&P 500 Index ETF

-0.06 (-0.13%)

CAD 7.07B
HXS:CA Global X S&P 500 Corporate Cla..

-0.10 (-0.13%)

CAD 3.88B
VSP:CA Vanguard S&P 500 CAD hedged

-0.25 (-0.27%)

CAD 3.35B
QUU:CA Mackenzie US Large Cap Equity ..

-0.52 (-0.24%)

CAD 3.20B
XUU:CA iShares Core S&P US Total Mark..

+0.03 (+0.05%)

CAD 2.96B
XQQ:CA iShares NASDAQ 100 (CAD Hedged..

-0.21 (-0.43%)

CAD 2.85B

ETFs Containing ZUE:CA

N/A

Market Performance

  Market Performance vs. Industry/Classification (US Equity) Market Performance vs. Exchange
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
YTD  
Capital Gain 17.17% 47% F 74% C
Dividend Return 0.65% 45% F 20% F
Total Return 17.82% 47% F 71% C-
Trailing 12 Months  
Capital Gain 25.83% 58% F 77% C+
Dividend Return 1.41% 55% F 30% F
Total Return 27.24% 59% D- 76% C+
Trailing 5 Years  
Capital Gain 75.24% 60% D- 82% B
Dividend Return 5.81% 28% F 19% F
Total Return 81.05% 61% D- 81% B-
Average Annual (5 Year Horizon)  
Capital Gain 12.73% 61% D- 78% C+
Dividend Return 13.70% 59% D- 76% C+
Total Return 0.98% 33% F 35% F
Risk Return Profile  
Volatility (Standard Deviation) 17.96% 17% F 47% F
Risk Adjusted Return 76.31% 39% F 88% B+
Market Capitalization 2.58B 80% B- 79% B-

Annual Financials (CAD)

Quarterly Financials (CAD)

Analyst Rating

Target Price Action Rating Action Analyst Rating Price Date

This is a composite scorecard based on the application of evaluation criteria deemed most important by analysts. This is not a buy or sell recommendation.

What to like:
High market capitalization

This is one of the largest entities in its sector and is among the top quartile. Such companies tend to be more stable.

What to not like:
Poor risk adjusted returns

This company is delivering below median risk adjusted returns in its peers. Even if it is outperforming on returns , the returns are unpredictable. Proceed with caution.

Overpriced compared to earnings

The stock is trading high compared to its peers on a price to earning basis and is above the sector median.

Below median total returns

The company has under performed its peers on annual average total returns in the past 5 years.

High volatility

The total returns for this company are volatile and above median for its sector over the past 5 years. Make sure you have the risk tolerance for investing in such stock.